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  1. Cash Flow - setting up
  2. Vive la "Shift"!!! Growth to Value
  3. Duration
  4. Fidelity CC compromised AGAIN!
  5. What percentage of your portfolio is tax deferred
  6. Advance on Inheritance?
  7. Appropriate Asset Allocation for new Retiree?
  8. Rule of 55 and Rollovers
  9. Actuarial Observations on Retiree Income Approaches
  10. Believe we are on the way, but....
  11. Capital Gains rate for Trusts
  12. All-in Balance Sheet Allocation
  13. Not so smooth with SSA
  14. Landlords - WSJ article on new guidelines for QBI deduction
  15. MuniBond Funds now?
  16. Planning for low returns
  17. Is Roth-IRA available in this case...
  18. Barclays Trailblazer Index
  19. First year retired-Tax Planning
  20. Rent vs Own...the big difference
  21. 401k in-service rollover to Fidelity IRA
  22. How to pay LTC?
  23. Revisit tIRA to Roth conversions
  24. Losing my suspenders !
  25. Bank of America declares ‘the end of the 60-40’ standard portfolio
  26. Maximum Annual Roth conversion amount ?
  27. Should I refinance my mortgage?
  28. HSA contributions just before Medicare enrollment
  29. Chicago Public Pension Loads
  30. Considering part time option -OMY
  31. Millennials will prioritize "necessity spending"
  32. Probably a stupid question
  33. Social Security Tax Reporting Question
  34. FIDO credit card - recent experience?
  35. SS strategy ... another thread?
  36. Updated longevity estimator
  37. Another Asset Allocation question
  38. Breaking down Avg American Spend
  39. Roth Withdrawal for New Car
  40. Social Security Cost-of-Living Adjustment for 2020 Is 1.6%
  41. Max HSA contributions
  42. Federal Tax Withholding methods for 2020
  43. Ultra High Net Worth (UHNW) Article
  44. Mutual funds and dividend distribution question
  45. Minor question about IRMAA rates
  46. European in the US wants to FIRE in 5 years. Questions.
  47. Cash out for paid off rentals for tax purposes?
  48. my rent vs buy decision
  49. Do dropping rates make you think of buying a SPIA earlier?
  50. landlord seeking help
  51. No Principal Loss Scenario:
  52. Credit score and using CC for reward points
  53. Coupon discount after leaving purchase in checkout
  54. Escrow.com
  55. Expense ratio 0.16% vs 0.07% worthwhile?
  56. WTH? My 401K fixed fund just dropped from 3.75 to 3.15
  57. IRS Releases Draft Versions of 2019 Tax Forms
  58. Recognizing the red flags
  59. DW leaving job 3 years early....what to do?
  60. Advice on Roth Conversions
  61. stated income for credit card / travel hacking
  62. Pension Options thoughts / suggestions
  63. ATM and Bank Fees On The Rise
  64. One or more Investment Firms?
  65. hiring a personal assistant
  66. GTE Financial Add on CD - changing the rules
  67. Didn’t go cash stayed with AA any other Brave the market ER cohorts
  68. SS Disability to "Regular" SS Question
  69. No tax shelter at all
  70. Seven year auto loans
  71. Lump sum or annuity ?
  72. Applying for SS Benefits
  73. Unexpected Lump Sum (Pension) Offer
  74. Have you taken advantage of brokerage bonuses?
  75. Pros/Cons on keeping 401k with Employer or move to an IRA
  76. Pension Decision Pending
  77. Balancing W/Ds and ACA subsidy
  78. How do you use a Fidelity Investment Center?
  79. Opinions on pension amt vs lump sum
  80. 2 bad cars...repair or sell?
  81. RMDs and subtracting one - an old wives' tale?
  82. Private partnership liquidation
  83. Health Insurance Rebate: taxable?
  84. About 50% of your retirement is your contributions.
  85. Roth change for heirs
  86. What to do with $75k from sell of rental home
  87. State Income tax question
  88. Another...when to retire article
  89. Probate on Real Estate in Florida
  90. effects of different filing categories on taxes
  91. MegaCorp Pension Buyout - A Scenario for Advice
  92. Return on a 40/60 portfolio
  93. Opinions on my IRA Roll over Fidelity fund choices
  94. Backdoor Roth Question(s)
  95. Avoiding a Tax Spiral?
  96. Max-funded Life Insurance ?
  97. Bank botches CD call - rate goes to 4.125% for 5 years!
  98. Great quote from Ken Fisher
  99. Friction in using CC points
  100. Do you prepare your own tax return?
  101. Turbo Tax Says They Made an Error
  102. When can I or When should I spend my Roth
  103. FAFSA questions - how does one define "half"?
  104. Add individual IRA after 401k max?
  105. How to pay for Roth conversions
  106. StarKist Class Action Payment
  107. Passive Income for the Well Heeled
  108. Article On OMY (One More Year) Syndrome
  109. Thoughts on keeping and leasing my house (that still has a mortgage)
  110. Questions: Moving from bricks & mortar bank to Fidelity Cash Management
  111. Learning about Bonds
  112. TOD for non retirement brokerage account
  113. So I cross the line... Should I tell others?
  114. Vanguard Bets on Robo-Only Adviser
  115. IRA CD Lockup for Retirees
  116. Question Re Consolidating Retirement Accounts
  117. WWYD? - Recognize LTCG vs Continued Management of MAGI?
  118. What to do with IRAs
  119. Contribute to Roth in year of retirement?
  120. RMD from inherited IRA
  121. Feedback on real estate investment platform
  122. So close....
  123. Megacorp Offer after FIRE
  124. Gouging
  125. Wash sale question
  126. Cost of Retiring Comfortably in every State
  127. Is a TOD designation the same as naming a beneficiary
  128. Equifax
  129. Poll:Self Made or Not Self Made
  130. Inheritance - separate or co-mingled
  131. Help discussing financial plans with parents
  132. Q3 Estimated Taxes Due Today
  133. Who uses credit cards for cash?
  134. Question about Asset Allocation-Cash
  135. TSP Changes
  136. Financial documentation in case of death
  137. Blaming "Tariffs" for High Prices
  138. Fidelity modeling of SS at 66 or 70
  139. Taxable investment income turned into nontaxable expense reduction
  140. ACA vs Roth conversion
  141. Got a call this afternoon from an estate attorney....
  142. Poll:Spending estimates should include income taxes
  143. Identity Theft Protection
  144. Funding Kids's Roth IRA's
  145. It now costs $350,000 a year to live a middle-class lifestyle in a big city
  146. Trading American Fund Mutual Funds within Fidelity
  147. Advice to my brother?
  148. Did your employer have min retirement age?
  149. Max Social Security Benefit
  150. When To Replace High Mileage Car?
  151. Will and Property
  152. Retirement Tax Planning - Income Optimization?
  153. IRS wants to Tax twice same income.
  154. FIRE opposites
  155. Do you have a zero withdrawal rate?
  156. Divorce prior to taking SS?
  157. Spending $ now to eliminate recurring costs?
  158. Lost Check
  159. Another Interesting Retirement Calculator
  160. 55/45 vs 80/20 vs 100 over 20 Years
  161. Where to go from here
  162. $150 For Opening a Loan - What's the Catch?
  163. Social Security and Equifax: Deadly combination
  164. Social Security Question - Left The Corporate Plantation Early
  165. Thoughts on Bullet Share Bond ETFs
  166. Interesting Prediction about Indexing
  167. Post FIRE Expenses
  168. Citibank Credit Card 1% + 1% benefits gone a/o 9/22/19
  169. Insurace co CD: fixed immediate annuity?
  170. What will 5yr CD rates be in 5 years Poll.
  171. Missing earnings in the 1980's
  172. What will 5yr CD rates be in 5 years?
  173. Advice wanted - AA
  174. Getting Down to Brass Tacks
  175. Value of pension and net worth
  176. Variable annuities -- anyone happy with theirs?
  177. How Does ACH Work?
  178. How the top 5% do it?
  179. Best timing to convert traditional / rollover IRA to a Roth IRA account.
  180. "I see dead people" - and they are the best investors!
  181. Three Social Security Questions
  182. Buying Adjacent Lot—Buildable?
  183. Best time to draw and rollover funds
  184. Question about Trusts for Minor in Wills
  185. Pension buyout offer?
  186. Accurate systematic withdrawals calculator
  187. International in a 3-fund portfolio
  188. Nords podcast - New Retirement
  189. Gambling Winnings and Income
  190. Tax question - late year IRA withdrawal and under withholding penalty
  191. Will Hard Pull on Credit Report make home and auto insurance premium go up?
  192. Annuity for Estate Planning
  193. High Employment Rate Impact on SSI Pending Shortfall?
  194. Asset Allocation
  195. only 26% of those 50-62 have traditional employment
  196. 900k in cash, where would you invest
  197. Calculate 2019 Taxes to pack 22% Tax Rate
  198. Retiring at the end of 2019/1st quarter 2020?
  199. Social Security
  200. Roth Conversion Question
  201. Part time or not... what would you do?
  202. Advice on Vanguard $$ - where to move it?
  203. Visa charge cancelled
  204. Simple filing system (for seniors)
  205. Roth Conversion Question
  206. retirees too nervous to blow that dough
  207. Withdrawals when spouse has a different retirement year?
  208. Negative Interest Rates
  209. Opportunity Zones
  210. Dividends/Capital Gains
  211. Should I dump my Vanguard Advisor?
  212. Taxes & Withdrawal Strategy
  213. Most Citi DoubleCash card benefits disappearing
  214. Simple Accounting (Seniors)
  215. SIPC protection coverage
  216. Refrigerator upgrade
  217. Cash flow management - sweeping accounts, etc.
  218. Sabbatical at work -- paid time off vs. cash
  219. Any tips for selling brokered CDs?
  220. Compare i-orp to firecalc
  221. What to do about cash value Life insurance?
  222. Thrift Savings Plan Withdrawals
  223. Inflation-indexed CDs--Anybody actually seen one?
  224. The nuts and bolts of rolling over and transfers?
  225. Calculating Income
  226. VMMXX question - how many transfers are allowed?
  227. Vacation Home vs. Renting Hotel
  228. CD Ladder Discipline
  229. Cash out refi pros/cons
  230. Consultation from a CFP
  231. ‘The Millionaire Next Door’ is a Myth to Most Millennials
  232. pay-off the mortgage, significant refi to qualify for ACA
  233. living in 2 states at same time - what about taxes
  234. Vanguard Dividend Growth Re-Opened
  235. Wellesley and Wellington show huge losses
  236. Solo Age'er, ... in it alone? Any tips?
  237. Transfer HSA account to my Fidelity HSA account
  238. Quicken--Grrr!
  239. Sunday nights are amazing
  240. Did anybody here retire with no credit cards? How is it working out so far for you?
  241. Is AppleCare Plus really a good deal?
  242. Listing Asset (Investment Acct) in Will
  243. Would you take guaranteed 6.5% returns for 30 years (pension buyout)
  244. Withdrawal rates
  245. Roth contributions from Taxable Brokerage Account?
  246. MSN Article: "What Would You Sacrifice to Retire Early?"
  247. Method to redeem credit card cash back
  248. Quick sanity check wrt rolling 401(k) to my IRA
  249. SEPP 72(t) - took out too much ($12)
  250. Nursing Home and Taxes